PKF O’Connor Davies, LLP is looking for a Senior Audit Associate to join our Private Foundation practice. The senior will perform and direct the broadest range of accounting tasks and will assist the engagement partner and/or manager in the development of audit strategy, planning, review and interpretation of audit findings for various private foundation clients. This is a great opportunity for individuals with either a background in Not-for-Profit accounting or Financial Services as many foundation’s investment portfolios are similar to a Fund of Funds. These duties may include (but are not limited to):

Essential Duties:

• Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS & SEC rules, where applicable).
• Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients.
• Research complex accounting topics and form a conclusion utilizing the Firm’s research tools (Engagement, Accounting Research Manager and PPC ETools, etc.).
• Understand internal control deficiencies, work on training entry level staff on internal control processes and develop comments for management letters.
• Understand risk assessment process and apply knowledge in completing all related forms.
• Prepare financial report (statements, footnotes and any supplemental information) and all other client deliverables.
• Understand cash flow effects of complex activities (non-cash, acquisitions, etc.). Apply industry trends to analytics, formulate expectations and determine reasonableness.
• Seek to understand the client’s business as a whole, including competitors, trends and key customers and show sensitivity to the client culture and business strategy.
• Demonstrate the ability to provide team with directions, play a key role in execution of audit engagement from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved.
• Perform a detailed effective in-charge level review of the team’s work for finalization requirements.
• Express ideas clearly and concisely both orally and in written form and is capable of writing detailed document findings.
• Manage engagement staff to meet deliverable deadlines; identifies roadblocks, and understands critical milestones to meet client service expectations.
• Provide quality on the job training and constructive feedback to Interns and Staff.
• Actively participate in learning and development opportunities, formal learning (CPE) and training programs.

Qualifications:

• BA/BS degree in Accounting from an accredited college/university.
• 3 years’ of progressive audit experience in public accounting preferred.
• Experience auditing Nonprofits or Financial Services clients required, and any experience with Private Foundations preferred.
• CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework.
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP, GAAS, and SEC rules where applicable) and accounting standards and procedures.
• Proficient with computer software packages and platforms such as Microsoft Office Suite, ProSystems & CCH.
• Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to the audit.
• Ability to work additional hours, during busy season, as needed to meet client deliverables.
• Local travel to clients may be required.

The compensation for this position ranges from $80,000 - $95,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.

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